Average annual returns
Through 20251 year
8.86%
3 year
7.72%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
52 months through Jan. 31, 2026Volatility (ann.)
4.24%
Sharpe
1.65
Sortino
4.02
Max drawdown
-13.37%
Best month
3.91%
Worst month
-3.55%
Beta vs VBTLX
0.68
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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